Administrative jobs in Hungerford, Berkshire

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IFA ADMINISTRATOR / WEALTH PLANNING ADMINISTRATOR

Actively participate in the client annual review process. Process new business submissions and ensure smooth and timely business processing. Gather and correlate plan/policy information, produce valuations, and communicate with pr...

CompanyCranleigh Personnel
AddressHungerford, Berkshire
CategoryAdministrative
Salary£28,000 - £35,000 Annual
Job typePermanent
Date Posted 4 weeks ago See detail

IFA Administrator / Wealth Planning Administrator

Cranleigh Personnel

Hungerford, Berkshire

£28,000 - £35,000 Annual

Actively participate in the client annual review process. Process new business submissions and ensure smooth and timely business processing. Gather and correlate plan/policy information, produce valuations, and communicate with pr...

Administrator

Openwork Services Limited

Hungerford, Berkshire

£26,000/annum

Answer initial client contact, incoming calls, and emails, and responding to client queries where appropriate. To manage diaries, booking in all relevant business and personal commitments. Contact clients to arrange meetings and c...